SharePoint Integration
complete
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jacob bryant
With the SharePoint Integration, you'll be able to link a folder in SharePoint to a client within Financial Cents. Linking will enable a two-way sync so that whatever changes you make in one platform will be reflected in the other, making it easier to maintain and access documents across your preferred DMS and Financial Cents.
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Max Coston
The SharePoint integration doesn't work for our firm. Each of our clients has its own SharePoint account set up to compartmentalize information. When we connect to the integration, we can only select one SharePoint account for all of our clients.
Amanda Aparicio
updated the status to
complete
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John Griffing
I have been waiting six years for this. At 77 and still actively practicing, I hope to see it come to fruition before I retire.
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Nicholas Grabowsky
Is there a beta test for this? Or is there an update when this might be available? This would be a massive help for my team.
Amanda Aparicio
updated the status to
in progress
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Andrew Terry
Would LOVE to see this feature!
Amanda Aparicio
Andrew Terry , reached out to you via email!
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Adel Senoussi
Any updates on the SharePoint Integration?
Amanda Aparicio
Adel Senoussi, responded to you via email!
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Mary Buzzeo
Is a SharePoint integration something that is being worked on? We are looking for a file sharing solution and would like to understand what the options may be.
Amanda Aparicio
Mary Buzzeo, reached out to you via email!
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Sandy Rehart
Is this still a feature you will add? If so, when?
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Sandy Rehart
I was talked into upgrading my plan for SharePoint integration, but where is it? I don't like that you sell a feature before it exists. I prepaid for a year and was told it was just about to go live! The same goes for month-end. That isn't ready yet either.
Amanda Aparicio
Sandy Rehart, Jesse and I emailed you about going back to your original plan as you're correct -- the SharePoint integration isn't released yet. Kindly check your email!
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